Trades Page (Siebel eBrokerage Only)

Through the Trades page, users can buy and sell stocks, mutual funds, bonds, and options. Also, assets from other institutions can be transferred to user accounts. Open orders for stock, bond, mutual fund, and option trades can be viewed and canceled.

From the Trades page, users can view their trade history.

In Siebel eFinance, all trades map to the Service Requests screen. There is no direct link to the trade or investment views, as an administrator would configure the workflow processes to monitor for the Service Requests, and then execute a trade from a backend system.